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Schwab U.S Small- Cap ETF

1,123 hedge funds and large institutions have $6.02B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 443 increasing their positions, 416 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.51M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1176
Synergy Investment Management
Florida
MA
1177
Montag & Associates
Georgia
SIM
1178
Studio Investment Management
Illinois
DJSG
1179
D.J. St. Germain
Massachusetts
WF
1180
Wayfinding Financial
Washington
CFFP
1181
Center for Financial Planning
Michigan
CRFG
1182
Columbia River Financial Group
Washington
GP
1183
Greenline Partners
New York
HHGA
1184
Halbert Hargrove Global Advisors
California
SFG
1185
Stonebridge Financial Group
Pennsylvania
GFPC
1186
Global Financial Private Client
Florida
AF
1187
Abound Financial
California
1IA
1188
1620 Investment Advisors
Massachusetts
BGWM
1189
Bridge Generations Wealth Management
Florida
WT
1190
Washington Trust
Rhode Island
MPWT
1191
MassMutual Private Wealth & Trust
Connecticut
CI
1192
CX Institutional
Indiana
CWM
1193
Compass Wealth Management
Connecticut
MIM
1194
MTM Investment Management
South Carolina
CB
1195
CNB Bank
Pennsylvania
CAWM
1196
Capital A Wealth Management
Pennsylvania
RP
1197
Rice Partnership
Hawaii
MSWA
1198
Marshall & Sterling Wealth Advisors
New York
RCM
1199
Raleigh Capital Management
North Carolina
KWM
1200
Kiker Wealth Management
Georgia